Invesco FTSE RAFI US 1000 ETF
260 hedge funds and large institutions have $3.1B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 19 closing their positions.
239% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $392K
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
24.64% more ownership
Funds ownership: 265.19% → 289.83% (+25%)
16% more capital invested
Capital invested by funds: $2.67B → $3.1B (+$433M)
2% more funds holding
Funds holding: 256 → 260 (+4)
5% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 84
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$146M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$124M |
| 3 |
GA
Geller Advisors
New York
|
+$24.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.7M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$15.4M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$10.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$10.2M |
| 4 |
Morgan Stanley
New York
|
-$9.65M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$8.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
276
Landaas & Company
Milwaukee,
Wisconsin
| – | -$35K | -1,550 | Closed |
|
|
HFM
277
Hartford Financial Management
Hartford,
Connecticut
| – | -$33K | -1,460 | Closed |
|
278
Fidelity Investments
Boston,
Massachusetts
| – | +$235 | +10 | New |
|
PRF Hedge Fund Activity: Q3 2018 in Review
260 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1000 ETF (PRF) for Q3 2018, worth a combined $3.1B — up 16% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PRF positions and 19 closed out — a net gain of 6 holders — while 80 added to existing stakes and 84 trimmed.
The largest buyer was Bank of America, adding an estimated $146M. The largest seller was Invesco, cutting an estimated $15.4M.
- 260 institutional investors held Invesco FTSE RAFI US 1000 ETF (PRF) as of Q3 2018, up from 256 in Q2 2018.
- Funds reported $3.1B of Invesco FTSE RAFI US 1000 ETF stock for Q3 2018, up 16% quarter-over-quarter.
- 25 funds opened new Invesco FTSE RAFI US 1000 ETF positions in Q3 2018 and 19 closed out, a net change of +6 holders.
- The largest Invesco FTSE RAFI US 1000 ETF buyer in Q3 2018 was Bank of America, an estimated $146M added.
- The largest Invesco FTSE RAFI US 1000 ETF seller in Q3 2018 was Invesco, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2018.